State Street SPDR MSCI AcwiNZACETF
13F holders, Q1 2025 (March 31)30holders −6
2new positions
6sold out
1famous investor
$35.37avg. 13F price*
At the end of Q1 2025, 30 institutions reported holding State Street SPDR MSCI Acwi (NZAC) in their 13F filings, down 6 from Q4 2024. 2 opened new positions and 6 sold out. The largest holders were State Street Corp. ($38.7M), PNC Financial Services Group, Inc. ($6.1M) and Invera Wealth Advisors, LLC ($4.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- State Street SPDR MSCI Acwi
- Filed as
- SPDR INDEX SHS FDS (Q1 2025)
- CUSIP
- 78463X194
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $218K |
| Exits | 6 | $4.2M |
All 13F filers, Q4 2024 → Q1 2025: 128,793 shares bought and 142,200 shares sold, net −13,407 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| State Street Corp. | 0.00% | Add +7.8% | 1,095,100 | $38.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.2% | 172,327 | $6.1M |
| Invera Wealth Advisors, LLC | 2.89% | Reduce -1.9% | 126,550 | $4.5M |
| Morgan Stanley | 0.00% | Add +3.0% | 60,200 | $2.1M |
| Bank of America Corp. | 0.00% | Reduce -1.8% | 56,881 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.1% | 55,473 | $2.0M |
| Truist Financial Corp. | 0.00% | Reduce -3.1% | 35,816 | $1.3M |
| LPL Financial LLC | 0.00% | Add +24.1% | 34,191 | $1.2M |
| Smartleaf Asset Management LLC | 0.12% | Reduce -22.3% | 33,825 | $1.2M |
| Raymond James Financial Inc. | 0.00% | Add +330.2% | 29,575 | $1.0M |
| UBS Group AG | 0.00% | Reduce -6.3% | 24,425 | $864K |
| Royal Bank of Canada | 0.00% | Add +3.9% | 18,745 | $663K |
| Fingerlakes Wealth Management, Inc. | 0.38% | Reduce -0.9% | 12,614 | $446K |
| CWC Advisors, LLC. | 0.20% | Add +0.2% | 10,087 | $357K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -3.5% | 7,950 | $281K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 6,444 | $228K |
| Mather Group, Llc. | 0.00% | Add +0.9% | 6,166 | $218K |
| Integrated Wealth Concepts LLC | 0.00% | New | 6,011 | $213K |
| Monument Group Wealth Advisors, LLC | 0.14% | No change | 5,840 | $207K |
| Citadel Advisors | 0.00% | Reduce -39.9% | 5,666 | $200K |
| Jones Financial Companies LLLP | 0.00% | Add +17.1% | 5,134 | $182K |
| Franklin Resources Inc. | 0.00% | No change | 5,100 | $180K |
| NewEdge Advisors, LLC | 0.00% | No change | 3,411 | $121K |
| Cwm, LLC | 0.00% | Reduce -0.9% | 2,811 | $99K |
| Osaic Holdings, Inc. | 0.00% | Add +4.0% | 2,743 | $97K |
| Private Wealth Management Group, LLC | 0.03% | No change | 2,007 | $71K |
| Aptus Capital Advisors, LLC | 0.00% | Add +25.0% | 1,361 | $48K |
| Ballast Advisors LLC | 0.01% | No change | 948 | $34K |
| Golden State Wealth Management, LLC | 0.00% | No change | 429 | $15K |
| FMR LLC | 0.00% | New | 147 | $5K |
"% of holder's portfolio" is NZAC's weight in each manager's 13F, not the share of State Street SPDR MSCI Acwi the manager owns.